Browsing Tag
Pontera
30 posts
Aspen Institute Brief Calls for Policy, Technology Overhaul to Close Retirement Advice Gap
In new Aspen Institute Financial Security Program cross-sector brief, industry leaders explore a new standard for retirement security; advocate for elimination of systemic barriers to professional advice
Orion, Pontera Grow Partnership for Retirement Account Automation
The expanded partnership will pull retirement accounts directly into Orion Eclipse Workflows
Held-Away Assets: Fidelity-Pontera Feud Highlights Different Perspectives on Access vs. Security
A closer look at the recent standoff over 401(k) account access via credential sharing
Retirement Savers Feel Lack of Control Over Their 401(k)s: Pontera
New study finds fewer than 1 in 5 feel highly knowledgeable and confident about managing their retirement and college savings accounts
Pontera, Manulife John Hancock Collaborate to Better Manage Held-Away 401(k)s
Pontera, Manulife John Hancock announce collaboration to better manage held-away 401(k)s and improve participant outcomes
Lisa Gomez Joins Employee Ownership Expansion Network Board
Former Department of Labor Assistant Secretary will contribute to EOX’s work expanding access to employee ownership
Corporate Roundup: Pontera, Snowden Lane Partnership; Modern Wealth Acquires KCM
The latest news from Pontera, Snowden Lane, Modern Wealth, Broadridge, and more
Pontera Brings in Lisa Gomez as Strategic Advisor
Former EBSA head will work alongside the DC industry on key policy issues
Corporate Roundup: Pontera Names Chief Legal Officer, OneDigital, Wealth.com Partner on Estate Planning Services
The latest news from Pontera, OneDigital, SageView, and Edelman Financial Engines
Mercer Introduces Account Bridge with Pontera
The program allows advisors to manage clients’ held-away investment accounts without added fees